Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 109
- 0 vs. Q3 2025
- Portfolio value
- $287.8M
- +$160.4M (+126.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 208 | $157.0M | 54.6% | +207+20,700.0% | Added | History |
| AAPLApple Inc. | Stock | 47,500 | $12.9M | 4.5% | +5,661+13.5% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 57,642 | $8.57M | 3.0% | +57,642 | New | – |
| JNJJohnson & Johnson | Stock | 37,085 | $7.67M | 2.7% | +32,743+754.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,906 | $7.47M | 2.6% | +4,154+61.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 24,447 | $5.64M | 2.0% | +15,572+175.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,116 | $5.08M | 1.8% | +6,974+222.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,270 | $4.00M | 1.4% | −2,195−21.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,192 | $3.54M | 1.2% | +3,489+204.9% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 67,318 | $3.39M | 1.2% | +67,318 | New | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 26,193 | $2.79M | 1.0% | +26,193 | New | – |
| NVDANVIDIA Corp | Stock | 14,219 | $2.65M | 0.9% | +4,498+46.3% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,253 | $2.48M | 0.9% | +29,253 | New | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9,703 | $2.45M | 0.9% | +9,703 | New | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 36,690 | $2.23M | 0.8% | +36,690 | New | – |
| XOMExxonMobil Holdings Corp | COM | 17,609 | $2.12M | 0.7% | −2,337−11.7% | Reduced | History |
| AMATApplied Materials Inc | Stock | 7,290 | $1.87M | 0.7% | +7,290 | New | History |
| COINCoinbase Global, Inc. | COM CL A | 8,088 | $1.83M | 0.6% | +8,088 | New | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 72,734 | $1.82M | 0.6% | +72,734 | New | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 41,592 | $1.79M | 0.6% | +41,592 | New | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 36,614 | $1.69M | 0.6% | +36,614 | New | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 28,406 | $1.40M | 0.5% | +21,474+309.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,984 | $1.40M | 0.5% | +13,984 | New | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 58,782 | $1.39M | 0.5% | +58,782 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 43,430 | $1.24M | 0.4% | +43,430 | New | – |
| NFLXNetflix Inc | Stock | 12,802 | $1.20M | 0.4% | +9,612+301.3% | AddedConverted for a 10-for-1 split | History |
| MCDMcDonalds Corp | Stock | 3,558 | $1.09M | 0.4% | +2,291+180.8% | Added | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 21,261 | $1.08M | 0.4% | +21,261 | New | History |
| JPMJPMorgan Chase & Co | Stock | 3,338 | $1.08M | 0.4% | −279−7.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,487 | $1.05M | 0.4% | +5,487 | New | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 34,638 | $1.04M | 0.4% | +34,638 | New | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 35,320 | $991.1K | 0.3% | +35,320 | New | History |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $972.0K | 0.3% | +4,868 | New | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 11,357 | $939.6K | 0.3% | +11,357 | New | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,956 | $925.0K | 0.3% | +37,956 | New | – |
| PGProcter & Gamble Co | Stock | 6,306 | $903.7K | 0.3% | +4,869+338.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,617 | $864.0K | 0.3% | +1,768+208.2% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,682 | $860.8K | 0.3% | +6,682 | New | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $855.3K | 0.3% | +31,782 | New | – |
| SHOPShopify Inc. | Stock | 5,262 | $847.0K | 0.3% | +5,262 | New | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 17,331 | $811.3K | 0.3% | +17,331 | New | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 31,733 | $791.4K | 0.3% | +31,733 | New | – |
| VVisa Inc. | Stock | 2,184 | $765.9K | 0.3% | +552+33.8% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 23,257 | $745.6K | 0.3% | +23,257 | New | History |
| iShares Tr46435G326 | CORE MSCI INTL | 9,019 | $743.9K | 0.3% | +9,019 | New | – |
| BLKBlackRock, Inc. | Stock | 693 | $741.9K | 0.3% | +519+298.3% | Added | History |
| MAMastercard Inc | Stock | 1,214 | $693.1K | 0.2% | +1,214 | New | History |
| NSCNorfolk Southern Corp | Stock | 2,399 | $692.8K | 0.2% | +2,399 | New | History |
| AONAon plc | CL A | 1,898 | $669.8K | 0.2% | +1,898 | New | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,313 | $634.1K | 0.2% | +5,313 | New | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,447 | $603.3K | 0.2% | +8,447 | New | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,212 | $596.8K | 0.2% | +8,212 | New | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,033 | $590.0K | 0.2% | +6,033 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 2,238 | $575.7K | 0.2% | −1,526−40.5% | Reduced | History |
| TAT&T Inc. | Stock | 23,020 | $571.8K | 0.2% | +23,020 | New | History |
| RTXRTX Corp | Stock | 3,076 | $564.1K | 0.2% | +3,076 | New | History |
| CBChubb Ltd | Stock | 1,703 | $531.5K | 0.2% | +1,703 | New | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 39,886 | $528.5K | 0.2% | +39,886 | New | – |
| GLWCorning Inc | COM | 5,946 | $520.6K | 0.2% | +5,946 | New | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,804 | $512.6K | 0.2% | +4,804 | New | – |
| ASMLASML Holding NV | ADR | 462 | $494.3K | 0.2% | +462 | New | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,883 | $485.7K | 0.2% | +363+23.9% | Added | – |
| CSXCSX Corp | Stock | 13,268 | $481.0K | 0.2% | +13,268 | New | History |
| TFCTruist Financial Corp | COM | 8,975 | $441.6K | 0.2% | +8,975 | New | History |
| Schwab International Equity ETF808524805 | ETF | 18,304 | $440.0K | 0.2% | +18,304 | New | – |
| GOOGLAlphabet Inc. | Stock | 1,368 | $428.2K | 0.1% | −4,366−76.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 882 | $396.7K | 0.1% | −23,258−96.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,658 | $378.8K | 0.1% | −6,870−80.6% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,817 | $377.7K | 0.1% | +7,817 | New | – |
| KOCoca Cola Co | Stock | 5,317 | $371.7K | 0.1% | −11,557−68.5% | Reduced | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 20,683 | $371.5K | 0.1% | +20,683 | New | History |
| CATCaterpillar Inc | Stock | 646 | $370.2K | 0.1% | +646 | New | History |
| UNPUnion Pacific Corp | Stock | 1,584 | $366.4K | 0.1% | +1,584 | New | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,215 | $364.9K | 0.1% | +3,033+72.5% | Added | – |
| MMM3M Co | Stock | 2,258 | $361.5K | 0.1% | +363+19.2% | Added | History |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 11,547 | $357.5K | 0.1% | +11,547 | New | – |
| CSCOCisco Systems, Inc. | Stock | 4,630 | $356.6K | 0.1% | +4,630 | New | History |
| CVXChevron Corp | Stock | 2,337 | $356.2K | 0.1% | +2,337 | New | History |
| HODLVanEck Bitcoin ETF | SH BEN INT | 14,299 | $353.6K | 0.1% | +14,299 | New | History |
| SBUXStarbucks Corp | Stock | 4,162 | $350.5K | 0.1% | +4,162 | New | History |
| iShares Tr464288588 | MBS ETF | 3,640 | $346.6K | 0.1% | +3,640 | New | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,247 | $334.8K | 0.1% | +2,247 | New | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 542 | $333.0K | 0.1% | −258−32.3% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,484 | $331.3K | 0.1% | +3,484 | New | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,511 | $320.8K | 0.1% | +3,511 | New | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,278 | $319.9K | 0.1% | +1,278 | New | – |
| DISWalt Disney Co | Stock | 2,758 | $313.8K | 0.1% | +2,758 | New | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $308.3K | 0.1% | +2,169 | New | – |
| ETNEaton Corp plc | Stock | 950 | $302.6K | 0.1% | +950 | New | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $302.3K | 0.1% | +3,786 | New | – |
| FDXFedEx Corp | Stock | 1,030 | $297.4K | 0.1% | +1,030 | New | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,988 | $291.9K | 0.1% | +5,988 | New | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,424 | $286.8K | 0.1% | +5,424 | New | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 5,422 | $285.4K | 0.1% | +5,422 | New | – |
| MDLZMondelez International, Inc. | Stock | 5,214 | $280.7K | 0.1% | +5,214 | New | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,662 | $255.1K | 0.1% | +5,662 | New | – |
| BNYBank of New York Mellon Corp | Stock | 2,140 | $248.5K | 0.1% | +2,140 | New | History |
| VZVerizon Communications Inc | Stock | 6,059 | $246.8K | 0.1% | −905−13.0% | Reduced | History |
| OKEONEOK Inc | COM | 3,281 | $241.2K | 0.1% | +3,281 | New | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,448 | $235.4K | 0.1% | +2,448 | New | – |
Sold out since Q3 2025 (79)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,997 | $12.6M | 9.9% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 124,438 | $6.74M | 5.3% | – |
| iShares Select Dividend ETF464287168 | ETF | 38,710 | $5.50M | 4.3% | – |
| UBERUber Technologies, Inc | Stock | 41,195 | $4.04M | 3.2% | History |
| Morgan Stanley ETF Trust61774R767 | EATO VAN MTG ETF | 63,666 | $3.23M | 2.5% | – |
| Schwab US Tips ETF808524870 | ETF | 92,749 | $2.50M | 2.0% | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,773 | $2.48M | 1.9% | – |
| GOOGAlphabet Inc. | Stock | 8,936 | $2.18M | 1.7% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,057 | $1.52M | 1.2% | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 51,758 | $1.44M | 1.1% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,255 | $1.39M | 1.1% | – |
| APHAmphenol Corp | CL A | 9,459 | $1.17M | 0.9% | History |
| ACLSAxcelis Technologies Inc | Stock | 11,495 | $1.12M | 0.9% | History |
| ABTAbbott Laboratories | Stock | 8,208 | $1.10M | 0.9% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 5,259 | $1.06M | 0.8% | History |
| BRZEBraze, Inc. | Stock | 30,397 | $864.5K | 0.7% | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 17,334 | $827.5K | 0.6% | – |
| WMTWalmart Inc. | Stock | 7,976 | $822.0K | 0.6% | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,609 | $772.6K | 0.6% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,536 | $747.5K | 0.6% | – |
| ORCLOracle Corp | Stock | 2,617 | $735.9K | 0.6% | History |
| HDHome Depot, Inc. | Stock | 1,747 | $707.9K | 0.6% | History |
| ADBEAdobe Inc. | Stock | 1,902 | $671.0K | 0.5% | History |
| MTBM&T Bank Corp | COM | 3,366 | $665.2K | 0.5% | History |
| AVGOBroadcom Inc. | Stock | 1,877 | $619.3K | 0.5% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,270 | $594.9K | 0.5% | – |
| METAMeta Platforms, Inc. | Stock | 770 | $565.7K | 0.4% | History |
| CMCSAComcast Corp | Stock | 17,819 | $559.9K | 0.4% | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,920 | $558.8K | 0.4% | – |
| SONSonoco Products Co | COM | 12,526 | $539.7K | 0.4% | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,969 | $537.0K | 0.4% | History |
| LLYEli Lilly & Co | Stock | 639 | $487.4K | 0.4% | History |
| CNICanadian National Railway Co | Stock | 5,117 | $482.5K | 0.4% | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,407 | $480.2K | 0.4% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,600 | $474.1K | 0.4% | – |
| PHParker-Hannifin Corp | Stock | 591 | $447.7K | 0.4% | History |
| MRKMerck & Co., Inc. | Stock | 5,269 | $446.9K | 0.4% | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,388 | $444.2K | 0.3% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,503 | $439.2K | 0.3% | – |
| GEGeneral Electric Co | Stock | 1,382 | $416.2K | 0.3% | History |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,519 | $415.4K | 0.3% | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 3,301 | $414.0K | 0.3% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 19,513 | $408.4K | 0.3% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,184 | $403.6K | 0.3% | – |
| COSTCostco Wholesale Corp | Stock | 374 | $346.1K | 0.3% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,875 | $342.0K | 0.3% | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,446 | $329.3K | 0.3% | – |
| GSGoldman Sachs Group Inc | Stock | 406 | $323.2K | 0.3% | History |
| ULUnilever PLC | SPON ADR NEW | 5,301 | $314.2K | 0.2% | History |
| TDYTeledyne Technologies Inc | COM | 534 | $313.1K | 0.2% | History |
| AMGNAmgen Inc | Stock | 1,072 | $302.6K | 0.2% | History |
| WMBWilliams Companies, Inc. | COM | 4,654 | $294.8K | 0.2% | History |
| GDGeneral Dynamics Corp | Stock | 854 | $291.3K | 0.2% | History |
| AXPAmerican Express Co | Stock | 869 | $288.5K | 0.2% | History |
| SYKStryker Corp | Stock | 775 | $287.3K | 0.2% | History |
| BMYBristol Myers Squibb Co | Stock | 6,182 | $278.8K | 0.2% | History |
| NEENextera Energy Inc | Stock | 3,620 | $273.2K | 0.2% | History |
| QCOMQualcomm Inc | Stock | 1,626 | $270.5K | 0.2% | History |
| COFCapital One Financial Corp | Stock | 1,226 | $260.6K | 0.2% | History |
| ACNAccenture plc | Stock | 1,032 | $254.5K | 0.2% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,063 | $254.1K | 0.2% | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,791 | $253.4K | 0.2% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,638 | $253.0K | 0.2% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,471 | $238.9K | 0.2% | History |
| IBITiShares Bitcoin Trust ETF | ETF | 3,628 | $235.8K | 0.2% | History |
| GLDSPDR Gold Trust | ETF | 660 | $234.6K | 0.2% | History |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 3,371 | $234.6K | 0.2% | – |
| BXBlackstone Inc. | COM | 1,341 | $229.0K | 0.2% | History |
| SONYSony Group Corp | SPONSORED ADR | 7,693 | $221.5K | 0.2% | History |
| ZBRAZebra Technologies Corp | CL A | 722 | $214.6K | 0.2% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 900 | $213.1K | 0.2% | History |
| WRBBerkley W R Corp | COM | 2,739 | $209.9K | 0.2% | History |
| MOAltria Group, Inc. | Stock | 3,115 | $209.1K | 0.2% | History |
| GEVGE Vernova Inc. | Stock | 335 | $205.7K | 0.2% | History |
| EWEdwards Lifesciences Corp | Stock | 2,640 | $205.3K | 0.2% | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,261 | $204.1K | 0.2% | History |
| ATOAtmos Energy Corp | COM | 1,184 | $202.2K | 0.2% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,509 | $200.4K | 0.2% | – |
| WFCWells Fargo & Company | Stock | 2,390 | $200.4K | 0.2% | History |